Gradient Capital Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $272K | Hold |
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|
2024
Q2 | $236K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $327K | Hold |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $327K | Sell |
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|
2022
Q2 | $377K | Hold |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $477K | Buy |
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|
2021
Q3 | $393K | Hold |
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|
2021
Q2 | $393K | Hold |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $324K | Hold |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $383K | Hold |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $369K | Hold |
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|
2019
Q1 | $364K | Hold |
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|
2018
Q4 | $313K | Hold |
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|
2018
Q3 | $328K | Hold |
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|
2018
Q2 | $327K | Hold |
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|
2018
Q1 | $306K | Hold |
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|
2017
Q4 | $332K | Buy |
|